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Estate Planning Awareness Week Webinar

Title: Cultural Awareness in Legacy Giving: Enhancing Donor Relationships

Panelists:
Diana Campoamor, founder of Nuestra América Fund
Andrew Tudor, CFP, CAP, Zenith Wealth Advisors

Webinar Description: Join us during National Estate Planning Awareness Week for an engaging and insightful webinar on Cultural Awareness in Legacy Giving: Enhancing Donor Relationships. This virtual event, hosted by the CGP DEI Committee, will explore the importance of cultural sensitivity and awareness in legacy giving. Join panelists Diana Campoamor and Andrew Tudor to learn how to build stronger, more meaningful relationships with donors by understanding and respecting their diverse backgrounds and values. Don’t miss out on this chance to enhance your donor relationships and make a lasting impact.

Meet the Panelists:
Diana Campoamor is the founder of Nuestra América Fund; a founding president of Hispanics in Philanthropy; and the editor of "If We Want to Win: A Latine Vision for a New American Democracy." She is an adviser to philanthropists, a strategist for narrative development and resource generation, and a mentor to change-makers.

Andrew Tudor serves as an Investment Advisor for Zenith Wealth Partners, assisting institutional partners such as Nonprofits and Foundations to align their capital with their mission. Prior to joining Zenith, Andrew founded and operated Alchemist Wealth, a fee-only financial planning and investment management firm. In his community volunteer efforts, he noticed a lack of quality service organizations that serve women and diverse communities. This sparked a passion to help institutions better invest for impact and achieve their missions.

Andrew has a unique blend of investment expertise and a charitable giving skillset. He holds his CFP, received his Chartered Advisor of Philanthropy designation, and holds a Bachelor’s Degree in Business Management from Wittenberg University. Andrew was awarded the prestigious NextGen Financial Services Professional Award from The American College of Financial Services and named 50 under 50 by the Association of African American Advisors. Andrew lives in Charlotte, NC with his wife Lauren. He enjoys collecting vinyl records, cooking with fresh ingredients, and exploring the world one country at a time.

$0.00
Event Type: 
Webinar
Purchase Type: 
Individual
Date of Event: 
Wednesday, October 23, 2024 - 13:00